You're so many things in this life, it’s time to add “Investor” to your list too. Are you making your money work for you the way you should? If investing isn’t a part of your financial plan, you’re missing a critical piece to take your finances to next level. Even if your daily grind consists of work you’re passionate about, you can still be creating wealth and leveling up, Make your money work for you.
REASONS TO INVEST
Reach your financial goals: InvestEd's goal-based investment strategy will help you reach your financial goals as efficiently as possible. We help you build the best investment portfolio for your short-term and long-term goals and will help make changes over time, as needed, to make sure you stay on track with reaching your goals
Have a secure financial future (Retirement): Contributing to an investment account, as soon as possible, affords you years of compound interest that will keep your money’s spending power on track with inflation when you choose to retire.
Create generational wealth: Investing on a consistent basis and meeting with a financial advisor creates financial stability and increases your financial literacy – Both crucial for passing on generational wealth.
Creates a separate stream of income: In addition to your work income and your company offered retirement plan, your investments grow over time and add to your overall net worth.
COMBAT COMMON FINANCIAL PITFALLS
WHEN YOU WORK WITH A REGISTERED INVESTMENT ADVISOR
Living beyond means
We'll help you get real about your spending habits. Living within your means doesn’t mean removing the things that make you happy. A solid budget and clear vision of your goals helps keep your spending on track. Keep up with your financial goals, not the Joneses.
Financial Illiteracy
Financial education brings financial opportunity. If you're eager to understand how to rebuild your credit, the best way to pay down debt, increase your savings or just how to manage your finances better, we can assist you with learning the basics to build upon your financial literacy foundation.
Not having a plan for the future
We'll support you with learning how to take full advantage of employer retirement plans and/or setting up your own IRA or other retirement vehicles so you find security in your financial future.
Taking advice from nonprofessionals
You wouldn't ask your friend to fill a cavity, so why take your friend's investment advice? If you're serious about getting your finances on track and investing for your future, you deserve expert financial advice from Registered Investment Advisor like InvestEd.
Not having an Emergency Fund
An emergency fund is the first step in achieving financial well-being. If you don't have one, we'll support with finding areas in your budget to contribute more to savings.
